AVGO · 10-Q · 2026Q2 · Full report

Segment Operating Results

Broadcom Inc. · 2026-06-09 · Importance 89 · Surprise 82 · No source text

Operating income from the semiconductor solutions segment for the two fiscal quarters ended May 3, 2026 was $16,784 million, up $7,272 million from $9,512 million in the prior-year period, driven by strong demand for networking solutions, primarily custom AI accelerators and AI networking products. Infrastructure software operating income increased to $10,970 million for the two fiscal quarters ended May 3, 2026 from $10,109 million a year earlier, an increase of $861 million primarily due to demand for VCF. Unallocated expenses (which include stock-based compensation and amortization of acquisition-related intangibles) were $(8,403) million for the two fiscal quarters ended May 3, 2026 versus $(7,532) million prior, increasing $871 million and contributing to total operating income of $19,351 million for the two fiscal quarters ended May 3, 2026.

Key facts

• Operating income from the semiconductor solutions segment for the fiscal quarter ended May 3, 2026 was $9,281 million compared to $4,806 million for May 4, 2025. source
• Operating income from the semiconductor solutions segment for the two fiscal quarters ended May 3, 2026 was $16,784 million compared to $9,512 million for May 4, 2025. source
• Operating income from the infrastructure software segment for the two fiscal quarters ended May 3, 2026 was $10,970 million compared to $10,109 million for May 4, 2025. source
• Operating income from the infrastructure software segment for the fiscal quarter ended May 3, 2026 was $5,647 million compared to $4,987 million for May 4, 2025. source

Impact estimates